From Seed to Tree

Services to Support Every Stage of Your Retirement Journey

Financial Services for Every Season

At Southern Oaks Financial, we believe that securing a prosperous retirement is like growing a mighty oak. It starts with a small seed of planning, carefully nurtured over time, until it flourishes into something stable and enduring.

We utilize a variety of services to create and nurture your custom From Seed to Tree retirement plan to help you cultivate your financial future with clarity, confidence and purpose, including:

Retirement Income Strategies

Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Long-Term Care Strategies

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

We can also refer you to professionals who provide the following services:

  • Trusts

  • Probate

  • Charitable Giving

  • Estate Planning

  • Tax Planning

The information provided herein is the exclusive property of Southern Oak Financial. (SOF). This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon, for accounting, legal, tax, investment advice or insurance advice. SOF is a licensed insurance agency and is not a Broker-Dealer or Registered Investment Adviser. SOF does not offer securities or advisory services. The insurance products offered by SOF are not subject to investment adviser requirements. Steve Chastain Wealth Management, LLC (SCWM) is an affiliated company that is a Registered Investment Adviser with the State of Arkansas. SCWM does not offer insurance products. Arkansas Insurance License #3003446815 NPN #2145256

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Southern Oaks Financial Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Plant the Seeds for the Retirement You Deserve

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a visit or registering for an upcoming event.

Call Now Button